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Qualifications of Financial Advisor in Clermont

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Financial Advisors in Clermont, Florida
Financial Advisor Office Location Phone Number
Richard Reyes, CFP,
Wealth and Business Planning Group, LLC
125 S. Swoope Ave,
Maitland, FL  32751
(407) 622-6669
Troy Garcia CFP®,
Allen & Company
1401 S. Florida Ave.,
Lakeland, FL  33803
(863) 616-6021
Barry Cantrell II,
Financial Engines Advisors, LLC
4350 West Cypress St, Meridian One Suite 101,
Tampa, FL  33607
(813) 661-1717
Steve Crossett,
Financial Engines Advisors, LLC
4865 North Wickham Road Suite 108,
Melbourne, FL  32940
(321) 751-6162

Information on Qualified Financial Advisors in Clermont

Qualifications CRD# 3084281
FirmCRD# 146151
Series 6, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 125 S. Swoope Ave,
Suite 109,
Maitland,
FL 
32751
Phone Number (407) 6226669

I received my formal education at the University of Florida and completed the Certified Financial Planner Professional Education Program at the University of Central Florida.

About Wealth and Business Planning Group, LLC

Richard E. Reyes, CFP represents the next generation of financial advice; Investor Coaching. Richard has spent years as an investor coach serving the retirement and investment needs for clients. The investor coaching process gives you "Peace of Mind", so you can stop worrying about your future. It helps you find happiness as it guides you in the TRUTH of investing, by teaching you how to make wise choices as you journey through your life's stages. It is all about your relationships and what you value, not your net worth.



Qualifications CRD# 5341060
FirmCRD# 25
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets


Office Location 1401 S. Florida Ave.,
Lakeland,
FL 
33803
Phone Number (863) 6166021

A Polk County native, Troy received a B.S. in Financial Management from Florida Southern College where he also played baseball. His wife is a Speech Language Pathologist at Central Florida Speech and Hearing Center. Troy and his wife live in Lakeland where they are members of St. Josephs Catholic Church. As a sports enthusiast who played high school and collegiate baseball, Troys career provided him with a team player attitude that enables him to focus on giving back to his community. Troy and his wife lend their time and talents to local organizations including Good Shepherd Hospice, the Bethany Center for Grieving Teens and Youth, Camp Brave Heart, and the United Way of Central Florida. Troy also serves on the board for Volunteers in Service to the Elderly (VISTE) and is a graduate of Leadership Lakeland class 32. Troy received the 2016 Volunteer of the Year Award for Alliance for Independence with his role in the Wine Festival of Central Florida event that raises funds for adults with disabilities. He joined the Allen & Company team of Financial Advisors in 2007 after serving as a college intern. A Certified Wealth Strategist®, Troy is also a CERTIFIED FINANCIAL PLANNER". He holds Series 7 and 66 licenses, as well as Life, Health and Variable Annuities.

About Allen & Company

Allen & Company's longstanding heritage of personalized customer service spans more than 80 years. From our humble beginnings in J. Everett Allen's windowless office in downtown Lakeland in 1932 to opening multiple locations, generations of family's have trusted Florida's oldest investment firm to grow their wealth and help secure their financial future. When Ralph Allen joined his father's firm in 1963, Allen & Company had four financial advisors. Today we have grown to nearly 70 associates in three offices across Central Florida, and we are on pace to have doubled in size over the past 15 years. Allen & Company expanded to eastern Polk County in 1968 with the establishment of our Winter Haven office. In 1987, our flagship office in Lakeland moved after 50 years in the same downtown location to its current residence, the Allen Building, on South Florida Avenue. With a growing need for advisors across Central Florida, we opened an office in Viera in 2012. Our growth has been both strategic and intentional, and our continued expansion is a result of making relationships our priority. While our client-focused personal service sets us apart, the firm consistently invests in our associates. In fact, Allen & Company created an ESOP in 2012 to give our employees an ownership interest in the firm. We know that when we invest in our associates, everyone benefits.



Qualifications CRD# 2959892
FirmCRD# 104510
Series 7, 9, 10, 63, 65

Compensation/Fee I am a Fee-Based financial professional


Office Location 4350 West Cypress St, Meridian One Suite 101,
Tampa,
FL 
33607
Phone Number (813) 6611717

Joined Financial Engines in 2014. Began his career in the financial services industry in 1999. Successfully completed the Series 7, 9, 10, 63, and 65 examination(s) administered by FINRA. Master's degree in Business Administration from the University of Miami and Bachelor's degree in Finance from Fordham University. Married to Asha. They have three children.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 1977387
FirmCRD# 104510
Series 7, 8, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 4865 North Wickham Road Suite 108,
Melbourne,
FL 
32940
Phone Number (321) 7516162

"Joined Financial Engines in 2007. Began his career in the financial services industry in 1993. Successfully completed the Series 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®) certification(s). Bachelor's degree in Economics and Finance from the University of West Florida. Hometown is Dunedin, FL. Married to Fane. They have two children: Emily and David. Steve enjoys golfing, movies, and politics."

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Clermont, Florida
D'amico & Associates Inc Clermont, FL
Rampersaud Wealth Management Oviedo, FL
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